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BA

Boeing Price

BA
$210,00
-$2,30(-%1,08)

*Data last updated: 2026-04-07 21:06 (UTC+8)

As of 2026-04-07 21:06, Boeing (BA) is priced at $210,00, with a total market cap of $163,66B, a P/E ratio of 74,05, and a dividend yield of %0,00. Today, the stock price fluctuated between $206,92 and $211,98. The current price is %1,48 above the day's low and %0,93 below the day's high, with a trading volume of 610,94K. Over the past 52 weeks, BA has traded between $176,77 to $254,34, and the current price is -%17,43 away from the 52-week high.

BA Key Stats

Yesterday's Close$212,30
Market Cap$163,66B
Volume610,94K
P/E Ratio74,05
Dividend Yield (TTM)%0,00
Dividend Amount$2,05
Diluted EPS (TTM)2,90
Net Income (FY)$2,23B
Revenue (FY)$89,46B
Earnings Date2026-04-22
EPS Estimate0,47
Revenue Estimate$22,03B
Shares Outstanding770,91M
Beta (1Y)1.128
Ex-Dividend Date2020-02-13
Dividend Payment Date2020-03-06

About BA

The Boeing Company, together with its subsidiaries, designs, develops, manufactures, sales, services, and supports commercial jetliners, military aircraft, satellites, missile defense, human space flight and launch systems, and services worldwide. The company operates through four segments: Commercial Airplanes; Defense, Space & Security; Global Services; and Boeing Capital. The Commercial Airplanes segment provides commercial jet aircraft for passenger and cargo requirements, as well as fleet support services. The Defense, Space & Security segment engages in the research, development, production, and modification of manned and unmanned military aircraft and weapons systems; strategic defense and intelligence systems, which include strategic missile and defense systems, command, control, communications, computers, intelligence, surveillance and reconnaissance, cyber and information solutions, and intelligence systems; and satellite systems, such as government and commercial satellites, and space exploration. The Global Services segment offers products and services, including supply chain and logistics management, engineering, maintenance and modifications, upgrades and conversions, spare parts, pilot and maintenance training systems and services, technical and maintenance documents, and data analytics and digital services to commercial and defense customers. The Boeing Capital segment offers financing services and manages financing exposure for a portfolio of equipment under operating leases, sales-type/finance leases, notes and other receivables, assets held for sale or re-lease, and investments. The company was incorporated in 1916 and is based in Chicago, Illinois.
SectorIndustrials
IndustryAerospace & Defense
CEORobert K. Ortberg
HeadquartersArlington,VA,US
Official Websitehttps://www.boeing.com
Employees (FY)182,00K
Average Revenue (1Y)$491,55K
Net Income per Employee$12,28K

Learn More about Boeing (BA)

Gate Learn Articles

Top 10 Chinese Crypto Podcasts for 2024

Discover the top 10 Chinese crypto podcasts of 2024! This article highlights shows like "Whispers from Millionaire Crypto Traders," "Blockchain Trends," and "Bro! I Took a Walk in Block," which discussed trending topics such as cryptocurrency, blockchain technology, and Web3. Whether you're new to crypto or a seasoned expert, these podcasts offer the latest industry insights, professional analysis, and unique perspectives. From market trends to technical breakdowns, expert interviews to investment strategies, these podcasts will help you stay informed about the crypto world and improve your knowledge and decision-making skills. Check out these top-quality podcasts and kick off your crypto journey today!

2024-11-01

Beosin: Southeast Asia's On-Chain Fund Flow and Risk Analysis Report

An in-depth exploration of the current state of the cryptocurrency market in Southeast Asia, analyzing the characteristics of on-chain fund flows, potential financial risks, and their connections to illicit industries. The report also provides recommendations such as strengthening regulations, improving users' risk awareness, and promoting technological innovation.

2024-12-25

LD Capital: An Overview of New POW Tokens: A Victory for Miners, Communities, and Mining Machine Makers?

This article provides a brief analysis of the reasons for the rise of POW programs, and takes stock of new POW projects with a market capitalization of over 40 million, as well as current problems.

2023-12-12

Blogs

Gate Charity's "Bundles of Care" Brightens the Lives of Children at Long Quang Compassionate Shelter in Vietnam

Gate Charity, Gate Group_s non-profit philanthropic organization, organized a heartfelt event, "Bundles of Care: Supporting Orphaned Children," at Mai Ấm Tình Thương Long Quang, a compassionate shelter located at 40 Hoang Hoa Tham, Ngai Giao, Chau Duc, Ba Ria - Vung Tau.

2024-06-18

Gate Charity's 'Save the Blue' Initiative: Triumph at Phuoc Hai Beach Cleanup"

On April 18-19, Gate Charity successfully conducted a beach cleanup event at Phuoc Hai Beach, Ba Ria-Vung Tau, located 120km from Ho Chi Minh City.

2024-04-28

Gate Charity Launches "Colors Of The Heart" NFT (Vietnam) to Transform Children's Art into Hope in Vietnam

Gate Charity, the global non-profit philanthropic organization of Gate Group, recently hosted the "Colors of the Heart" event at the Center for Social Work and Child Protection in Ba Ria province, Vietnam.

2023-12-07

Boeing (BA) FAQ

What's the stock price of Boeing (BA) today?

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Boeing (BA) is currently trading at $210,00, with a 24h change of -%1,08. The 52-week trading range is $176,77–$254,34.

What are the 52-week high and low prices for Boeing (BA)?

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What is the price-to-earnings (P/E) ratio of Boeing (BA)? What does it indicate?

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What is the market cap of Boeing (BA)?

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What is the most recent quarterly earnings per share (EPS) for Boeing (BA)?

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Should you buy or sell Boeing (BA) now?

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What factors can affect the stock price of Boeing (BA)?

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How to buy Boeing (BA) stock?

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Risk Warning

The stock market involves a high level of risk and price volatility. The value of your investment may increase or decrease, and you may not recover the full amount invested. Past performance is not a reliable indicator of future results. Before making any investment decisions, you should carefully assess your investment experience, financial situation, investment objectives, and risk tolerance, and conduct your own research. Where appropriate, consult an independent financial adviser.

Disclaimer

The content on this page is provided for informational purposes only and does not constitute investment advice, financial advice, or trading recommendations. Gate shall not be held liable for any loss or damage resulting from such financial decisions. Further, take note that Gate may not be able to provide full service in certain markets and jurisdictions, including but not limited to the United States of America, Canada, Iran, and Cuba. For more information on Restricted Locations, please refer to the User Agreement.

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Boeing (BA) Latest News

2026-03-03 03:39

Gate Contract Stock Zone will launch RTX, GD, NOC, BA, TSM, WMT, and COST perpetual contracts globally on March 3, supporting leverage trading from 1-20x.

Gate News bot message, according to the official Gate announcement on March 3, 2026 The Gate Contract Stock Zone will launch live trading of perpetual contracts for RTX (Raytheon Technologies), GD (General Dynamics), NOC (Northrop Grumman), BA (Boeing), TSMC (Taiwan Semiconductor Manufacturing Company), WMT (Walmart), and COST (Costco) at 12:00 (UTC+8) on March 3, 2026. Settled in USDT, supporting 1-20x long and short positions. RTX is a top global aerospace and defense conglomerate; GD is an integrated land, sea, air, and space defense group known for nuclear submarines, main battle tanks, and Gulfstream business jets; NOC is a giant in aerospace and defense technology, specializing in stealth fighters and strategic missiles; BA is the world's largest aerospace group; TSMC is the world's largest and most advanced wafer foundry; WMT is the largest physical retailer globally; COST is a leading membership-based warehouse club retailer. Additionally, the Gate Index Zone will launch live trading of the GER40 (Germany DAX 40 Index) perpetual contracts at 12:00 (UTC+8) on the same day, settled in USDT, supporting 1-20x long and short positions. GER40 is a core blue-chip index of the German stock market and one of the most important stock benchmarks in Europe.

2026-02-19 22:00

Traditional Finance Decline Alert: BA Dropped Over 2%

Gate News bot message: According to the latest data from Gate TradFi, BA has dropped 2% in the short term, with current volatility significantly higher than recent average levels, and market activity has increased.

2026-02-12 02:15

Elon Musk: xAI recently underwent restructuring to improve operational efficiency

Foresight News reports that Elon Musk tweeted that "xAI recently underwent restructuring to improve operational efficiency. As the company develops, its organizational structure must evolve continuously, just like any living organism. Unfortunately, this means we have to part ways with some people. We wish them all the best in their future endeavors. We are currently actively hiring." Previously, several members of xAI, including co-founder Wu Yuhui and Jimmy Ba, posted messages indicating they would be leaving their positions.

2026-02-12 02:11

Elon Musk reorganizes xAI into SpaceX, and the Grok controversy combined with the departure of the founding team sparks a major upheaval in the AI landscape?

Elon Musk announced on X that his artificial intelligence company xAI has begun organizational restructuring and "needs to part ways with some employees" to improve operational efficiency. He did not disclose the scale of layoffs or specify whether departures are voluntary or involuntary, but emphasized that the company is still hiring, indicating that xAI will continue to advance its core products and computing infrastructure. This adjustment comes amid ongoing turbulence within xAI's founding team. Co-founders Jimmy Ba and Tony Wu confirmed their departure this week. Previously, several core members including Igor Babuschkin, Kyle Kosic, Christian Szegedy, and Greg Yang had also left. The team changes are happening concurrently with strategic shifts. More notably, last week Musk announced that SpaceX completed its acquisition of xAI through a record all-stock deal. According to public documents, after the merger, SpaceX’s valuation is approximately $1 trillion, while xAI’s valuation is around $250 billion. Currently, xAI owns and operates the social platform X, and is also developing the Grok chatbot and image generation systems. Musk had previously acquired X through xAI, with the transaction finalized in March 2025 in the form of stock. While rapidly integrating on the capital front, xAI also faces regulatory pressures in multiple regions. Authorities in Europe, Asia, and the United States are investigating whether Grok involves the unauthorized generation and dissemination of explicit images, including content involving minors, potentially violating multiple data and content compliance red lines. This risk adds uncertainty to xAI’s commercialization and international expansion. Industry experts believe that integrating xAI into SpaceX signifies Musk’s effort to build a super-technology matrix spanning aerospace, social platforms, and artificial intelligence, aiming to create a closed loop in computing power, data, and applications. However, the loss of founding team members and regulatory scrutiny pose challenges to this path. Whether xAI can maintain its footing in the competition with OpenAI and Google will depend on governance, product safety, and its ability to adapt to global regulations.

2026-02-11 07:16

xAI Co-founder Jimmy Ba resigns, marking another key team change after Wu Yuhui

ChainCatcher reports that xAI co-founder Jimmy Ba announced his departure. In a tweet, Jimmy Ba stated that today is his last day at xAI, expressing gratitude to Elon Musk for bringing the team together to complete this journey, feeling proud of the xAI team’s achievements, and that he will continue to stay in close contact as friends. Previously, ChainCatcher reported that xAI co-founder Wu Yuhui announced his departure yesterday.

Hot Posts About Boeing (BA)

GateUser-bd883c58

GateUser-bd883c58

1 hours ago
“Only investors and institutions that have allocated gold can quickly exchange it for U.S. dollar cash in a crisis, getting through the brutal winter for the capital markets.” ** By /Ba Jiuling** On the afternoon of April 6, among the many “new developments” in the Iran–U.S. war, a “temporary ceasefire” peace proposal that drew considerable attention came to light. According to Xinhua News Agency, citing coverage from foreign media, Pakistan has drawn up a framework plan to end the conflict between the U.S. and Iran and is in communication with Iran and the U.S. The plan is intended to first achieve an immediate ceasefire and reopen the Strait of Hormuz, and then reach a final agreement within 15 to 20 days. The final agreement may include Iran’s commitment not to pursue nuclear weapons in exchange for sanctions relief and the unfreezing of frozen assets. Whether the war can end as soon as possible is still up in the air. It’s just that the gold market seems to have some expectations about it. The news emerged at around 15:00 Beijing time, and London gold spot quickly surged upward by 1.2%. London gold spot once jumped by 1% When the news of peace came, gold rose—somewhat against common sense. But this is the new normal in the current market: the more intense the war is, the more gold is pressured. In the just-passed March, for example, taking London gold spot as the reference, it fell a total of 11.54%, with a swing as high as 25%. It even dipped below 4,100 U.S. dollars per ounce, giving investors who had been determined to hold gold for safety a ride on a roller coaster. However, just over the weekend, even more painful news came: as a core force stabilizing gold, among global central banks, two major central banks “defected” and fled from gold in March. They are Poland and Turkey. At the same time, the world’s two largest gold ETF fund providers also announced a shift. So what impact will these central banks’ actions have on investors holding gold? Today’s article will discuss this new development. **Can central banks and big institutions not sit still?** According to data from the World Gold Council, Turkey’s central bank increased its holdings by as much as 325 tons of gold from 2022 to 2025—effectively doubling the gold reserves in the treasury within three years. However, since March 13, Turkey’s central bank has reduced its gold holdings for three consecutive weeks, totaling a reduction of 126.4 tons of gold—its largest reduction since 2018. War has been the main catalyst for this shift. The outbreak of the Iran–U.S. war caused the U.S. dollar index to soar. Correspondingly, Turkey’s currency, the lira, depreciated severely. The domestic currency’s exchange rate against the U.S. dollar hit new historical lows for 11 consecutive times. As a result, Turkey’s central bank had to abandon its gold-buying plans and instead stabilize the market exchange rate by selling gold heavily, while preventing capital outflows. In just March, Turkey’s central bank spent 25 billion U.S. dollars in foreign exchange reserves to intervene. Turkey’s gold reserves Poland is no exception. In 2025, Poland’s central bank increased its gold holdings by 102 tons, becoming the world’s largest buyer of gold for two consecutive years. Originally, in January of this year, Poland’s central bank still planned to continue increasing its holdings by 150 tons—an unwavering bullish stance on the gold market. But after the war broke out, Poland quickly turned into a “major bear.” Poland’s central bank governor submitted a proposal to raise 13 billion U.S. dollars by selling gold reserves for defense spending. And as early as January to February, Russia’s central bank had cumulatively reduced its gold holdings by 15 tons; for the purpose of stabilizing the market, Iran’s central bank also sold gold worth 3 billion U.S. dollars in March. Aside from central banks, a wave of selling has also appeared across global gold ETF funds. On March 1, the official holdings of the world’s largest gold ETF, “SPDR Gold Trust (GLD),” were 1,100.06 tons; by March 31, the holdings had decreased to 1,047.28 tons. This means that in March, the ETF fund cumulatively net sold 52.78 tons of gold, setting a record for the largest single-month net selling since April 2013. In addition, the world’s second-largest gold ETF under BlackRock, “IAU,” also cumulatively sold 22 tons of gold in March. So why are they selling gold so urgently? **Why can’t they sit still?** From the perspective of the central banks involved, the most direct reason for selling gold lies in the “liquidity trap” in the market triggered by the Iran–U.S. war—forcing these central banks to shift from being loyal purchasers of gold to becoming the vanguard of gold selling. Because Iran blocked the energy route through the Strait of Hormuz, oil prices surged. Since the beginning of this year, the price of Brent crude has already risen by 78.18%. And when international oil prices rise, global inflation expectations increase, prompting the Federal Reserve to make a major policy shift. Before the war, the Federal Reserve’s core strategy this year had been rate cuts, meaning the U.S. dollar would weaken and currencies around the world would relatively strengthen. Conversely, when oil prices spike, countries need to spend more U.S. dollars to buy oil. That pushes the U.S. dollar toward appreciation, while other currencies move from “appreciation expectations” to facing “depreciation risk”. 4月3日，美国加油站显示油价超过6美元 To stabilize the exchange rate, central banks’ measures will inevitably require using more foreign exchange reserves. However, countries like Turkey and Poland have limited foreign exchange reserves to begin with, so they can only obtain U.S. dollar liquidity by selling gold. A recent report from China United Securities Minsheng states that, taking Turkey as an example, the transmission path of the “foreign exchange reserves” versus “gold reserves” seesaw effect is: **oil price supply shock → oil price rises → worsening current account imbalances → lira accelerates depreciation → central banks sell gold to increase foreign exchange reserves.** In a sense, this is another side of gold’s “safe-haven” function. When an extreme crisis emerges, gold’s primary role shifts from “earning profits” to “converting into cash at high speed.” Turkey is a perfect example. In fact, looking back historically, whenever a major crisis occurs, gold does not always play a safe-haven role; more often than not, it falls along with the market. During the second half of 2008, when the subprime mortgage crisis fully erupted, the gold price crashed by 30% from 1,000 U.S. dollars per ounce to around 700. At that time, the S&P 500 index of U.S. stocks saw a drop of more than 40% in the same period, the subprime bond market had almost no trades, and the capital markets experienced an extreme liquidity crisis in U.S. dollars—so, “if bad assets can’t be sold, then gold is all that’s left to sell.” Image source: Internet The supply chain crisis triggered by global lockdowns in 2020: at that time, U.S. stock markets triggered circuit breakers four times within 10 days. The U.S. dollar index surged from 94.6 to 102.99, with a monthly increase of more than 8.8%. Meanwhile, the gold price also fell from 1,703.39 U.S. dollars per ounce on March 9, 2020, to as low as 1,451.05 U.S. dollars per ounce by March 20—its maximum decline in the range was 14.81%. **In that environment, only investors and institutions that have allocated gold could quickly exchange it for U.S. dollar cash in a crisis, getting through the harshest winter for the capital markets.** **Just one small “sell-off”?** Do the “defection” of two pro-gold global central banks and the sell-off by two major global gold ETFs mean that the macro logic behind gold rising has fundamentally changed? In a research report dated April 2, UBS strategist Joni Teves said bluntly: “This is unlikely.” Teves expects: in 2026, global central banks will purchase about 800–850 tons of gold, slightly lower than last year’s 860 tons. The data provided in China United Securities Minsheng’s research report is more direct. It wrote: after the outbreak of the Iran–U.S. conflict, by March 2026, global central bank gold purchases reached 14.7 tons, of which the euro area was the “main buyer” for the month (43.1 tons). The amount of gold added by other central banks far exceeded the amounts reduced by Turkey and Russia. **In summary, the “deleveraging/reduction” actions by central banks do not change the overall tone of “central bank gold purchases.”** There are also parts that can be questioned in the details. Regarding Turkey’s selling behavior, UBS analysts believe Turkey’s gold transactions are not a direct sale of gold. Its approach is to use gold as collateral, then use gold financing to borrow dollars at low cost—this is a commonly used tool for central banks to respond to liquidity pressure. JPMorgan economists, Fati赫·Akceлик, also pointed out: Turkey’s central bank holds about 30 billion U.S. dollars’ worth of gold reserves at the Bank of England, which can be used directly for trading in the London market. It is not constrained by logistics, thereby enabling rapid intervention in the foreign exchange market. **In addition, since 2017, Turkey has allowed banks and financial institutions to use gold more broadly within the system. This means that “changes in overall data” do not necessarily equate to “central bank selling gold into the market.”** From a longer perspective, the reason global central banks collectively buy gold is that their trust in U.S. Treasuries has weakened. Judging from current signs, the trend of weakening U.S. dollar credit does not appear to have been fundamentally reversed. China United Securities Minsheng believes that if we compare the United States today to a company, then the U.S. dollar’s credit is the company’s “ability to pay its debts.” In 2025, the U.S. government’s leverage ratio exceeded 110%, and the trend of weakening dollar credit is continuing. A weakening of U.S. dollar credit implies that global central banks’ demand for purchasing U.S. Treasuries is operating at a low level. Buying U.S. Treasuries is still not as attractive as buying gold. Additionally, for countries such as China, Japan, and Singapore, the share of gold in total foreign exchange reserves is relatively low, so there is still significant room for further increases in holdings in the future. **Can gold still be bought?** In reality, some central banks’ decisions will affect gold’s price trajectory. But the core factors that determine the price of gold over the long term still are the U.S. dollar and real interest rates. Gold is essentially a “non-yielding asset.” Even if you buy gold bars and put them in a safe, after 100 years you will not have gained an extra gram of gold. That’s why the market has found a “pricing anchor” for gold: the yield on the 10-year U.S. Treasury. In general, when U.S. Treasury yields rise, gold prices face pressure. When U.S. Treasury yields fall, gold prices tend to strengthen. And the trajectory of the 10-year U.S. Treasury yield is influenced by monetary policy from the Federal Reserve. On March 18, the Federal Reserve announced it would keep interest rates unchanged again After the war broke out, inflation disturbances caused by geopolitical conflicts affected expectations for the Federal Reserve’s monetary policy. U.S. Treasury yields shifted from the prior downward trend to subsequent upward movement, which led to gold prices soaring and then falling back. Finally, for ordinary investors: can gold-related investment products still be bought? Wu Lixian, an international strategy analyst at Everbright Securities, said: gold’s price trend is closely related to the situation in the Middle East. If the fighting heats up over the next two weeks, gold prices may still be affected. In addition, after gold prices rebounded from around 4,100 U.S. dollars to about 4,700, the cumulative rebound was relatively large. With prices in the short term at a relatively high level, investors may consider waiting for a pullback before making their allocations. Zhou Junzhi, chief macro analyst at Citic Securities, believes: “The safe-haven role of precious metals is temporarily ineffective; we need to wait for clearer signals from the interest rate path. But the medium- and long-term logic for gold has not been broken. Once the liquidity impact on gold prices weakens, gold can resume its medium- and long-term logic.” Overall, forecasting the market is ultimately a false proposition. As long as the macro narrative of “weakening U.S. dollar credit” and “global debt expansion” has not come to an end—and once local geopolitical conflicts or short-term speculation end—gold will eventually return to its most original mission: the re-pricing of monetary credit. Or perhaps, just when most people doubt gold, is often when it sets off again. **Author | Wang Zhenchao | Editor | He Mengfei** **Editor-in-chief | | He Mengfei | Image source | VCG, Internet** Author statement: personal opinions are for reference only
GLDX+%1,53
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StrawberryIce

StrawberryIce

5 hours ago
**After Chen Xiaoqiong, another new stock legend has emerged!**[Taoguba] **And it’s directly said that this is the only person in China’s 36-year history who lets retail investors make money lying down!** You’re saying will the final result be the same as Xiaoqiong’s results? And more importantly, the direction of the new layout is what we wrote about in our March 29 article: 《The next 10x track! New King of Weight-Loss Drugs is born: Menowave JH389! 80% lower cost, 3-year 10x growth in penetration!》 But we suggest you still be careful about traps. You still need to improve your own understanding overall to obtain your own wealth! And today I don’t want to write about innovative drugs. Today I’ll further think about the research: China-made chips! In 2026, a major explosion may be coming. The core thing is to pay close attention: Huawei Ascend GPU chips! **I. The 2026 boom of domestically produced AI chips (GPUs): five key catalysts** 2026 is a historic turning point for domestic AI computing power—from “usable” to “large-scale commercial use.” Five factors resonate together to ignite the explosion: 1、Token demand explodes: China’s AI computing demand leads globally Token boom: In 2026, China’s average daily Token calls will exceed 140 trillion, with annual growth of over 10x; in mid-February it reached 5.16 trillion Tokens, soaring 127% in three weeks, and inference demand shows “inflation-style” growth. Application-driven: Business commercialization of large models such as Doubao, Qianwen, DeepSeek, etc. is rolling out across multimodal, Agents, and enterprise-level services; the compute gap on the inference side reaches a million-card level. 2、Technical revolution: Ascend + DeepSeek V4 establishes a new “domestic-first” paradigm Ecosystem upheaval: DeepSeek V4’s entire-stack underlying code is rebuilt, migrating completely from CUDA to Huawei CANN, granting Ascend several weeks of exclusive tuning optimization; it marks the opening of the Co-design era where “models define chips, and chips feed back into models.” Performance domination: Ascend 950PR decodes 1920 Tokens/s per card with latency of 50ms; inference performance reaches 2.87x that of H20; OptiQuant achieves INT8 = FP8 precision, with cost down 70%+; Lingqu 2.0 supports ten-thousand-card clusters, with bandwidth ×3 and power consumption -85%. 3、Domestic substitution is an urgent necessity: sanctions forcing + supply-chain security U.S. blockade: Nvidia H100/H200 are embargoed, and H20 performance is throttled; the risk of high-end compute supply being cut off becomes a normalized issue. Self-reliance and controllability: DeepSeek V4 discards Nvidia 100% and Internet tech giants incorporate domestic compute into their R&D baseline (not an alternative). Supply-chain security priority surpasses short-term cost. 4、Major breakthrough in domestic substitution for 2025: laying the foundation for the explosion Share leap: In 2025, shipments of domestic AI accelerators reached 1.65 million cards, with a market share of 41%; Nvidia fell from 95% to 55%. Leading enterprises: Huawei Ascend shipments of 812k cards (49% domestic, 20.3% overall); Pingtouge 265k cards (6.6%); Kunlun Xin and Cambricon each 116k cards (2.9%). 5、Policy + order cycles drive from both sides: full commercialization Policy push: the third National Big Fund, “East Data West Computing,” and intelligent computing centers prioritize domestic products; government procurement bans imported chips. Massive orders: ByteDance purchases Ascend for 40 billion (200k cards); Tencent 60–70 thousand cards, Baidu 30 thousand cards; Huawei Ascend’s 2026 target is 1.2–1.5 million cards. **II. DeepSeek V4 adaptation: “chain reaction” that sparks domestically made GPUs** 1、Why it’s a decisive turning point? (three major qualitative changes) Breaking the lock on the ecosystem: it ends the dead loop of “hardware strong → software weak → developer exodus.” With CANN, from “can be used” to “can be used well,” the adaptation rate is 98%, training speed +60%; migration cost <10%, fully covering the CUDA wall. Co-design flywheel: V4 customizes MoE parallelism for Ascend. The chip is optimized according to model needs, forming a positive loop of “model → chip → more models.” Commercial verification: top-tier global large models run natively on domestic chips, proving that it can be optimal even without Nvidia; it completely removes concerns from large enterprises. 2、2025–2028: demand, production, market size (institutional forecast) Shipments and domestic substitution rate (10,000 cards) (2) Market size and unit price assumption scenario analysis Logic upgrade: domestic substitution has moved from the stage of **“fighting over market share”** into **“reconstructing pricing power.”** A 20%+ price increase for the 950 series marks that domestic compute has officially bid farewell to “low-price price wars” and entered the era of “performance premium + full-stack value substitution.” The total system market space is about 3–5 times that of chips, and the value amount expands step by step along interconnects, heat dissipation, and server racks. 3、Comparison of China AI-GPU market share TOP5 (2025 actual vs 2026 forecast) **III. The held-back trump card: DeepSeek V4 reshapes the entire domestic semiconductor chain** 1、Chip design: from “simulation” to “data-driven” Stress testing: the V4 trillion-parameter MoE provides an industrial-grade workload for Ascend 950, and optimizes bandwidth, HBM, and quantization units in reverse. Iteration acceleration: design cycle **-50%**, R&D efficiency ×2; the next-generation Ascend 960 is directly customized to meet V4 demands. 2、Wafer manufacturing: advanced-process capacity prioritized for compute SMIC 18nm (1.8nm) mass production: annual capacity 500k wafers, with 70% allocated to AI chips. HuaHong 7nm breakthroughs: yields 90%+; in 2026, an added 16k wafers per month will be prioritized for Ascend/Cambricon. Capacity tilt: mobile chip wafer starts **-30%**; Huawei’s 47.5 billion order locks in foundry capacity. 3、Advanced packaging and HBM: domestic substitution speeds up 2.5D/3D packaging: utilization rate **＞85%**; domestic silicon interposer layers and underfill epoxy move from backup to mainstream. Self-developed HBM: Ascend 950 integrates HiBL 1.0 (112GB, 1.4TB/s), eliminating dependence on overseas supply. 4、Software ecosystem: CANN becomes the domestic standard Full coverage of adaptation: PyTorch/TensorFlow compatibility **＞90%**; migration of major large models in **3 days**. Developer explosion: CANN developers exceed 1 million in 2026; domestic AI frameworks (MindSpore/Paddle) have a market share ＞30%. **IV. Advanced process + capacity tilting: the cornerstone of domestic substitution** No matter how good the technology is, capacity is king. In 2026, three major breakthroughs on the manufacturing side 1、Process breakthrough 18nm (1.8nm) mass production, 7nm mature, 28nm yield 95%+ Core equipment domestic substitution 75%, avoiding ASML bans 2、Capacity explosion In 2026, AI chip capacity ×3, reaching 15 million chips/year Three new plants dedicated to AI chips: SMIC South, HuaHong, and JCET/Changdian 3、Allocation revolution Compute priority: advanced process 70% → AI chips; mobile 30% → 15% Big enterprise orders lock capacity: ByteDance/Tencent/Baidu prioritize supply Conclusion: with dual breakthroughs in process and capacity, the pain point of “able to design but unable to manufacture” is fundamentally solved. Domestic GPUs will have no capacity bottlenecks starting in 2026. **V. Ascend servers: 10 institutional “consensus” viewpoints—increment and upside surprises** 1. Demand side: from pilots to scaling (three major upside surprises) In 2026, the timeline and delivery rhythm for major internet companies’ Ascend server introductions (latest institutional viewpoint) From Table 1, you can see three marginal “upside surprise” changes: Import volume targets double: experts clearly point out that in 2026, the import targets for Ascend at big companies such as Alibaba, Tencent, Baidu are “all doubled in import volume,” not just a modest expansion. Delivery rhythm moves forward and paths are verifiable: ByteDance 910C is fully delivered before April, and goes live in mid-to-late May; 950 moves into large-scale mass production starting mid-April and conducts mid-term evaluations at 10,000-card clusters when reaching 10,000–15k cards. After passing the evaluations, it enters long-term framework orders. The path for large orders landing is clearly defined. Tencent/Baidu: shifting from “pilots” to “production validation + framework orders”: Tencent requires completing 1–2 rounds of closed-loop testing in production environments before batch imports; Baidu already has orders at the ten-thousand-card scale and long-term framework agreements, reflecting increased confidence in Ascend’s stability and faster procurement decisions. 2、Product strength: threefold turning points in performance/cost/ecosystem Performance: 950PR H20 2.87x, FP4 memory -75% Cost: TCO -60%, single-Token cost **-70%** Ecosystem: CANN 98% compatibility, ten-thousand-card stability 99.7% 4、Ecosystem maturity: from “can be used” to “can be used well” Model adaptation: full migration of LLaMA 3/GLM-5/Qwen to Ascend Cluster deployment: ByteDance 160k-card Ascend cluster; Baidu ten-thousand-card inference cluster go live Toolchain: end-to-end domestically built from training → inference → deployment → operations and maintenance **VI. Benefiting companies across the entire industrial chain** Summary: an industry inflection point from “usable” to “irreplaceable” 1、A logic closed loop with 100% certainty: Token demand index explosion (pull) + V4 native adaptation + CANN ecosystem (carry) + 7nm/2.5D capacity tilting (guarantee) + internet giants locking orders worth a trillion (validation) = domestic AI chips entering the main uptrend in 2026. 2、Switching investment paradigm: from “trading expectations/wafer-spinning” to **“watching deliveries, watching yields, watching TCO.”** Order visibility stretches out to 2–3 years. Performance fulfillment replaces concept-driven speculation as the valuation anchor. 3、Value migration path: compute value is no longer limited to “silicon wafer area,” but diffuses into **“advanced packaging density, interconnect bandwidth, liquid-cooling efficiency, and software stack maturity”** across four dimensions. Manufacturers with system-level integration capability will obtain stronger pricing power. 2026 is the first year of domestically made compute: from “substitution” to “leadership,” from “usable” to “optimal.” The entire domestic compute chain led by Huawei Ascend + domestic chips will dominate China’s AI compute market, and by 2028 achieve full self-sufficiency and global exports. But you need to understand: who has more value? And think about valuation! For example, Cambricon, with shipments of 110k, has a value of 400 billion. If its shipments are 8x lower than Huawei Ascend, should Huawei Ascend be valued at over 3 trillion? Then should its suppliers also be valued around 10%? Could there be companies around 300 billion? Or even 200 billion? The key is that right now there isn’t any company with over 100 billion. Do you think such value could happen in the future? Who might it be? First: Huawei’s new “son,” meaning a company that is either invested in or controlling！（Who would it be?） Second: Huawei’s new incoming supplier. Thinking about low valuation!（Who would it be?） If it’s not that you know: like + share + comment: **A previously overlooked ultra-profitable track: single-chip price up 20%+, 47.5 billion order backlog scheduled until next year, and the leader’s Q4 performance has already exploded by 400%! **
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Eth_Total

Eth_Total

6 hours ago
Crypto Trading Diary: Chapter 1: Entering the Market, I’m just like O-ba-fei-te stepping in Chapter 2: Chasing the highs and cutting the lows, going all-in with heavy positions Chapter 3: The Artist at the Summit Chapter 4: A Genius Falls Chapter 5: The Road Back to Break Even Chapter 6: Thirty Years East of the River, Thirty Years West of the River Chapter 7: Studying Indicators Chapter 8: Analyzing the Market Chapter 9: A Pullback! Enter the Market and Board the Train Chapter 10: Returning to the Summit Chapter 11: Enlightenment at Dragon Field—Buy Only $btc Chapter 12: Making Money Can Be This Easy? Chapter 13: Starting Options Contracts Chapter 14: The Power Coming From Hell Chapter 15: A Midnight Position-Close Email Chapter 16: The Final Dance—Throwing Yourself Off, Short This Very Community
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